Heights Point Management, LP
CIK 2050231 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- 41586410714.02%
- MRCY8.91%
- SOLS5.29%
- KNX4.90%
- JHX4.88%
- GLW4.81%
- STVN4.73%
- PFGC4.69%
- SGI4.68%
- ALK4.68%
Share classes counted separately61.59%
Portfolio value by quarter
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 415864107ENVIRI CORP View history and evidence | $16.44M | 14.02% | 917.57K shares | Prior unavailable — | — | ↗▾ |
| 02 | MRCYMERCURY SYSTEMS INC View history and evidence | $10.45M | 8.91% | 143.07K shares | Prior unavailable — | — | ↗▾ |
| 03 | SOLSSOLSTICE ADV MATERIALS INCCOM SHS View history and evidence | $6.21M | 5.29% | 127.79K shares | Prior unavailable — | — | ↗▾ |
| 04 | KNXKNIGHT-SWIFT TRANSPORTATIONCL A View history and evidence | $5.74M | 4.90% | 109.82K shares | Prior unavailable — | — | ↗▾ |
| 05 | JHXJAMES HARDIE IND PLCORD SHS View history and evidence | $5.73M | 4.88% | 276.01K shares | Prior unavailable — | — | ↗▾ |
| 06 | GLWCORNING INC View history and evidence | $5.64M | 4.81% | 64.43K shares | Prior unavailable — | — | ↗▾ |
| 07 | STVNSTEVANATO GROUP SPAORD SHS View history and evidence | $5.54M | 4.73% | 275.56K shares | Prior unavailable — | — | ↗▾ |
| 08 | PFGCPERFORMANCE FOOD GROUP CO View history and evidence | $5.50M | 4.69% | 61.15K shares | Prior unavailable — | — | ↗▾ |
| 09 | SGISOMNIGROUP INTERNATIONAL INC View history and evidence | $5.49M | 4.68% | 61.44K shares | Prior unavailable — | — | ↗▾ |
| 10 | ALKALASKA AIR GROUP INC View history and evidence | $5.48M | 4.68% | 108.98K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2050231 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117248005
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.